Purchasing Page
The Purchasing page provides transactions related to the purchase order activities of the item.
You can go to this page by going to Reports > Item 360 > Item 360, and then click on the Purchasing page.
Open Purchase Orders
The Open Purchase Orders portlet displays the purchase orders for the item that have not been fully received or closed. Click the hyperlink in the PO# column to go to the corresponding purchase order record. If the total purchase order quantity is linked to inbound shipment transaction, the PO is not displayed in this portlet and the Purchase Order (PO) is instead referenced in the Open Inbound Shipment portlet.
Open Inbound Shipments
The Open Inbound Shipments portlet displays the shipments for the item which have not been fully received, are yet to be shipped, or are partially received. Click the hyperlink in the IS# column to go to the corresponding inbound shipment record.
Planned Re-order Item Purchases
The Planned Re-order Item Purchases portlet displays the planned purchase orders for the item that need to be reordered based on its reorder point. If the preferred vendor is not defined in item record, the Rate, Total, Currency, and Preferred Vendor columns are not displayed.
3 Way Match
The 3 Way Match portlet displays purchase orders for the item:
-
Partially received, received, or billed.
-
One or more ordered, billed, and received variances.
The rate variance is calculated based on the difference between bill rate and Purchase Order (PO) rate, after which it is divided by the Purchase Order (PO) rate. Similarly, received variance and billed variance are also calculated.
Variances can have positive or negative values. However, at least one of the three variances for the purchase order must not be equal to 0 for the purchase order to be listed.
Planned Purchase Orders
The Planned Purchase Orders portlet displays the planned purchase orders for the item that have been in planned or released status. If the preferred vendor is not defined in item record, the Rate, Total, Currency, and Preferred Vendor columns are not displayed.
Open Blanket Purchase Orders
The Open Blanket Purchase Orders portlet displays the active blanket purchase orders for the item that have not been fully received or fully closed for the item. Click the hyperlink in the BPO# column to go to the corresponding blanket purchase order record.
Open Purchase Contracts
The Open Purchase Contracts portlet displays the open purchase contracts for the item. Click the hyperlink in the Purchase Contract# column to go to the corresponding purchase contract record.
The Open Purchase Contracts portlet does not display purchase contracts for kit items.
Open Quote Requests
The Open Quote Requests portlet displays the open quote requests for the item that are neither closed lost or closed won. Click the hyperlink in the RFQ# column to go to the corresponding request for quote record.
Open Requisitions
The Open Requisitions portlet displays all open requisitions for the item including:
-
Requisitions that are approved, not closed, and not yet converted to purchase orders.
-
Requisitions that belong to statuses Partially Received/ Pending Order.
Click the hyperlink in the REQ# column to go to the corresponding transaction record.
The Open Requisitions portlet does not display requisitions for kit items.